See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,061 | $73,867-48.5% | $143,757-73.5% | $68,494-44.4% |
| Participation rate | 65.5% | 66.7%-1.1pp | 80.3%-14.8pp | 67.9%-2.4pp |
| Annual return | -21.02% | 1.01%-22.0pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,174 | $3,184-63.1% | $4,951-76.3% | $2,596-54.8% |
| Participant deferral / active EE | $2,901 | $3,384-14.3% | $5,637-48.5% | $4,027-28.0% |
| Admin fee / account holder | $277 | $5,755-95.2% | $14,673-98.1% | $5,403-94.9% |